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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,717 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,295 | $80,992-21.8% | $96,534-34.4% | $75,173-15.8% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 16.77% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,525 | $2,283-33.2% | $2,965-48.6% | $2,671-42.9% |
| Participant deferral / active EE | $5,799 | $3,929+47.6% | $4,851+19.5% | $4,126+40.5% |
| Admin fee / account holder | $348 | $6,717-94.8% | $8,253-95.8% | $5,651-93.8% |